See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,719 | $74,888+81.2% | $71,209+90.6% | $142,382-4.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.92% | 345.14%-337.2pp | 282.51%-274.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,524 | $2,854-46.6% | $2,721-44.0% | $4,299-64.6% |
| Participant deferral / active EE | $11,014 | $4,454+147.3% | $4,175+163.8% | $6,507+69.3% |
| Admin fee / account holder | $22,154 | $5,568+297.9% | $5,349+314.2% | $12,624+75.5% |